When sending through reference information to a carrier at times MachShip is required to utilise the unique MS Number as the main reference. For these carriers, MachShip has provided the facility for a user to change this to be their own reference. In MachShip, this is defined as the Primary Reference and it is set on the Carrier Account page. 

How to navigate and change the Primary Reference Type

Navigate to Admin and select Carrier Account

                                                          

Under the Manage Carrier Page, you may locate the carrier account you want to update via using the Company and Carrier text boxes, or use the general search text box:



Once verified, click on the cog button on the right corner of the screen and select Edit Carrier Account

                                                            

On the Edit Carrier Account Page, you can configure the Primary Reference Type to be either be the MS Number or the Customer Reference:

                                       

Once done, click on Save Carrier Account for the carrier account update to apply.

Troubleshooting: Primary Reference Type Field Not Visible

If you are unable to locate the Primary Reference Type field on the Edit Carrier Account page, this is typically because the carrier-level flag canChangePrimaryReferenceType has not been enabled. This flag must be configured during carrier account creation or configuration to make this field available.

To resolve this issue:

1. Contact MachShip support and request that the canChangePrimaryReferenceType flag be enabled on your carrier account.

2. Once the flag has been enabled by the support team, the Primary Reference Type field will appear on the Edit Carrier Account page and can be configured as described above.

3. If you are requesting the creation of a new carrier account, explicitly ask the support team to enable the Primary Reference Type flag during setup if you anticipate needing this functionality.